Guideline
Liz Mastrobattisto has extensive experience in compliance and operations management in the financial services industry. With a background in accounting and a Bachelor's degree from Central Connecticut State University, Liz has held various roles such as Chief Compliance Officer, Compliance and Operations Manager, and Client Service Associate. Liz's career journey includes working at companies like Guideline, Greyline Partners, CircleUp, MFS Investment Management, Financial Network Limited, AXA Advisors, and Webster Bank.
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Guideline
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Guideline is the easy, affordable way to invest in your financial future. Their retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.